Evergreen Advisors, LLC Vanguard Dividend Appreciation Transaction History

Evergreen Advisors, LLC

  • $362 Million
  • Q3 2024

A detailed history of Evergreen Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Evergreen Advisors, LLC holds 5,604 shares of VIG stock, worth $1.02 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,604
Previous 5,578 0.47%
Holding current value
$1.02 Million
Previous $1.02 Million 0.2%
% of portfolio
0.28%
Previous 0.3%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$182.15 - $182.15 $4,735 - $4,735
26 Added 0.47%
5,604 $1.02 Million
Q2 2024

Aug 08, 2024
SELL
$173.33 - $185.29 $92,384 - $98,759
-533 Reduced 8.72%
5,578 $1.02 Million
Q1 2024

May 03, 2024
BUY
$168.47 - $182.98 $4,211 - $4,574
25 Added 0.41%
6,111 $1.12 Million
Q4 2023

Feb 07, 2024
SELL
$150.16 - $171.16 $750 - $855
-5 Reduced 0.08%
6,086 $1.04 Million
Q3 2023

Nov 03, 2023
BUY
$155.38 - $166.95 $4,350 - $4,674
28 Added 0.46%
6,091 $946,000
Q1 2023

May 05, 2023
BUY
$147.24 - $158.33 $4,122 - $4,433
28 Added 0.46%
6,063 $933,000
Q4 2022

Feb 02, 2023
SELL
$144.84 - $158.71 $246,228 - $269,807
-1,700 Reduced 21.98%
6,035 $916,000
Q3 2022

Nov 01, 2022
BUY
N/A
38 Added 0.49%
7,735 $1.05 Million
Q2 2022

Jul 29, 2022
BUY
N/A
387 Added 5.29%
7,697 $1.1 Million
Q1 2022

May 05, 2022
SELL
N/A
-14 Reduced 0.19%
7,310 $1.19 Million
Q4 2021

Feb 03, 2022
SELL
N/A
-194 Reduced 2.58%
7,324 $1.26 Million
Q3 2021

Nov 03, 2021
BUY
N/A
299 Added 4.14%
7,518 $1.16 Million
Q1 2021

May 10, 2021
SELL
N/A
-68 Reduced 0.93%
7,219 $1.06 Million
Q4 2020

Jan 21, 2021
SELL
N/A
-93 Reduced 1.26%
7,287 $1.03 Million
Q3 2020

Nov 02, 2020
BUY
N/A
37 Added 0.5%
7,380 $950,000
Q2 2020

Jul 17, 2020
BUY
N/A
34 Added 0.47%
7,343 $860,000
Q1 2020

Apr 28, 2020
SELL
N/A
-613 Reduced 7.74%
7,309 $756,000
Q4 2019

Feb 10, 2020
SELL
N/A
-78 Reduced 0.98%
7,922 $988,000
Q3 2019

Oct 16, 2019
SELL
N/A
-144 Reduced 1.77%
8,000 $957,000
Q2 2019

Jul 17, 2019
SELL
N/A
-356 Reduced 4.19%
8,144 $938,000
Q1 2019

Apr 16, 2019
SELL
N/A
-802 Reduced 8.62%
8,500 $932,000
Q4 2018

Jan 24, 2019
BUY
N/A
9,302 New
9,302 $911,000

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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